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Washington tariff dispute creates uncertainty for US solar

05 May 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

GHG accounting reform could change energy investment

28 April 2023

Standards for greenhouse gas reporting are being reviewed. New rules could shift incentives for corporate renewables procurement.

Opinion

Slow going for US power transmission

21 April 2023

Three large projects are making progress in the West. But is the pace of development fast enough?

Opinion

The EPA plans to rev up US EV sales

14 April 2023

The Biden administration aims to transform the US vehicle market in a decade. That timetable is excessively ambitious.

Opinion

Assessing the challenges ahead for carbon capture in the US

17 February 2023

CCUS has great potential, but economics, regulation, and politics create some complex problems to be solved

Opinion

Capital discipline raises questions about US oilfield services

03 February 2023

Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

Opinion

US greenhouse gas emissions are falling, but not fast enough

20 January 2023

Rise in emissions in 2022 likely to be short-lived, but the long-term trend is for only gradual decline.

Opinion

Why permitting reform could help the US energy industry

12 December 2022

Delays in infrastructure projects are causing growing problems for both the hydrocarbon and renewables sectors

Opinion

International tensions shape COP27 climate talks

14 November 2022

COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

Opinion

Green signals but no sharp turns expected in Brazil

07 November 2022

Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.

Opinion

Anti-dumping threat throws US solar industry into turmoil

06 May 2022

Biden administration’s climate and energy strategy faces a conflict between supporting US manufacturing in low-carbon technologies and encouraging the fastest possible deployment of renewable energy.

Opinion

Russia sanctions begin to threaten energy flows

08 March 2022

The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact

Opinion

Mass-market electric vehicles create new challenges for the grid

18 February 2022

In this year’s Super Bowl, six companies showed ads that showcased their electric vehicles, two included EVs in their commercials, and one advertised EV chargers.

Opinion

Policy changes threaten California’s solar industry

28 January 2022

Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.

Opinion

Learning the right lessons from the Texas crisis

03 December 2021

The blackouts raise important questions about investment, innovation and electricity market design, as the share of variable renewable generation on the grid increases.

Opinion

The Biden administration struggles to get a grip on fuel prices

19 November 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

Opinion

Gas price signals show need for increased supply

17 September 2021

European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome

Opinion

The slow recovery after Hurricane Ida

10 September 2021

Hurricanes are a fact of life in the Gulf of Mexico, and the energy industry has many decades of experience in managing the risks. But Hurricane Ida has been one of the most disruptive in recent years, and about 1.5 million barrels per day of US oil production is still offline. Increased rainfall and potentially higher wind speeds in future could further complicate the challenge of resilience.

Opinion

US oil producers live up to their promises on spending restraint

16 July 2021

The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

Opinion